The Motley Fool Discussion Boards

Previous Page

Investing/Strategies / Retirement Investing

URL:  https://boards.fool.com/thanks-pp-and-pixy-pixy-replied-as-far-as-the-11230550.aspx

Subject:  Re: Rolling annuities? Date:  9/6/1999  11:10 PM
Author:  cymbeline Number:  13758 of 104293

Thanks PP and Pixy,
Pixy replied:
As far as the TSA is concerned, that is more problematic. You almost certainly obtained that as part of an employer-provided
retirement plan, probably a 403b plan.

It was from teacher retirement my husband had contributed before he died which then came to me. My advisor created the TSA at that time. I entered the kingdom of the Fools at a propitious time since the surrender penalties have just run out. So this can be converted to an IRA?


Copyright 1996-2021 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us